Customer reference
Estating
More than just a platform, Estating curates a unique experience. They meticulously select and structure high-quality investment opportunities, ensuring only the best reach their clients.
The context
A fintech real estate pioneer needing a solid ERP backbone
Estating is transforming real estate investing for discerning investors, offering a flexible and efficient way to invest directly from a bank account while benefiting from professional-grade property management along with tax and accounting services.
Before the project, Estating was growing rapidly as a fintech for real estate, with investment sourcing, investor relations, property management, and tax and accounting processes running on disparate tools that made it harder to keep information aligned and deliver a truly seamless service.
The key challenge was to sustain their growth while preserving a premium, carefully curated client experience: reliable data across operations, streamlined back-office workflows, and the ability to scale their real estate investment services without adding unnecessary complexity.
Their needs
An integrated ERP to support curated real estate investments
Estating wanted a robust, integrated ERP that would connect their operations end to end – from investment opportunities to property management and tax and accounting – so they could stay focused on selecting and structuring high-quality deals instead of juggling fragmented tools.
- A central system to support their fintech real estate model and day-to-day operations.
- Streamlined processes for property management and related services.
- Reliable and consistent information to support investor communication and decision-making.
- A scalable foundation to support future growth and new investment opportunities.
The proposed solution
Odoo ERP as the operational core of Estating
Captivea Luxembourg implemented Odoo ERP in 2022 as Estating’s integrated management platform, centralising key operations so their teams can manage investment opportunities, property-related activities and supporting processes more efficiently while continuing to deliver a curated experience to their clients.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the feasibility
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops by theme / group of people / domains
- Create the deliverable documents
- Present it
- Handle feedback
The results
Benefits & returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralised organisation of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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